NCTWX Mutual Fund

NCTWX Mutual Fund

NAV$31.98
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Returns Overview

1 Month
+3.68%
3 Months
+10.44%
6 Months
+3.96%
YTD
+5.59%
1 Year
+1.97%
3 Years (annualized)
+5.36%
5 Years (annualized)
+2.64%
10 Years (annualized)
+9.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NCTWX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+5.59%
Peer Avg (YTD)
+9.54%
vs Peers
-3.95%

NCTWX Mutual Fund Performance

NCTWX performance across multiple time periods: 1-month 3.68%, YTD 5.59%, 1-year 1.97%, 3-year 5.36%, 5-year 2.64%, 10-year 9.63%.

NCTWX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

NCTWX vs another fund shows side-by-side returns. NCTWX alternatives are available in the Mutual Fund Screener.